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ZEGA Investments’s Aflac AFL Stock Holding History

ZEGA Investments’s Portfolio AFL Stock Details AFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.47M Buy
68,066
+91
+0.1% +$10.1K 0.84% 22
2025
Q4 		$7.5M Buy
67,975
+116
+0.2% +$12.8K 0.88% 23
2025
Q3 		$7.58M Hold
67,859
– – 1.01% 20
2025
Q2 		$7.16M Buy
67,859
+3,859
+6% +$405K 0.98% 17
2025
Q1 		$7.12M Hold
64,000
– – 1.08% 16
2024
Q4 		$6.71M Buy
+64,000
New +$6.98M 1.69% 12

Other funds holding AFL

JPH
Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ZEGA Investments's AFL Position: Q1 2026 in Review

ZEGA Investments increased its Aflac (AFL) stake by 0.13% in Q1 2026, buying an estimated $10.1K and bringing the position to 68,066 shares worth $7.47M. The position accounts for 0.84% of the portfolio, ranked #22.

ZEGA Investments first reported a position in AFL in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.58M in Q3 2025. 1,653 funds tracked by Wall St. Rank hold AFL as of Q1 2026.

  • ZEGA Investments held 68,066 shares of Aflac worth $7.47M as of Q1 2026.
  • ZEGA Investments bought 91 Aflac shares in Q1 2026, an estimated $10.1K.
  • Aflac made up 0.84% of ZEGA Investments's portfolio in Q1 2026, its #22 holding.
  • ZEGA Investments first reported a position in Aflac in Q4 2024 and has held it in 6 quarters since.
  • ZEGA Investments's Aflac position peaked at $7.58M in Q3 2025.
  • 1,653 funds tracked by Wall St. Rank held Aflac as of Q1 2026.

Based on ZEGA Investments's 13F filing for Q1 2026, filed 11 May 2026.